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Innovator US Equity Buffer ETF July

125 hedge funds and large institutions have $187M invested in Innovator US Equity Buffer ETF July in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 50 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $191M → $187M (-$3.76M)

66% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 50

Holders
125
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
101
World Investment Advisors
California
$152K
Morgan Stanley
102
Morgan Stanley
New York
$103K
GEA
103
Glen Eagle Advisors
New Jersey
$101K
IA
104
IFP Advisors
Florida
$85.5K
EWM
105
Evolution Wealth Management
Florida
$72.8K
SAG
106
SageView Advisory Group
California
$50.8K
WA
107
Whipplewood Advisors
Colorado
$47.5K
US Bancorp
108
US Bancorp
Minnesota
$44.4K
CIAS
109
Capital Investment Advisory Services
North Carolina
$44.2K
KFAS
110
Keating Financial Advisory Services
Kansas
$43K
FNWA
111
Financial Network Wealth Advisors
Utah
$28.6K
SS
112
Sunbelt Securities
Texas
$25.4K
CFD
113
Creative Financial Designs
Indiana
$25.4K
NWMP
114
Noble Wealth Management PBC
Colorado
$25.4K
AF
115
Allworth Financial
California
$25.3K
WP
116
WealthShield Partners
North Carolina
$24.3K
Barclays
117
Barclays
United Kingdom
$22.7K
OSAM
118
O'Shaughnessy Asset Management
Connecticut
$14.8K
AIC
119
Archer Investment Corporation
Indiana
$12.6K
LFG
120
Larson Financial Group
Missouri
$11.1K
CFP
121
Comprehensive Financial Planning
Pennsylvania
$11K
AF
122
Advisornet Financial
Minnesota
$8.12K
MI
123
Motiv8 Investments
Florida
$1.93K
UBS Group
124
UBS Group
Switzerland
$761
JWM
125
Jessup Wealth Management
Ohio
$368